# Hubbell Strickland Wealth Management, LLC

> Hubbell Strickland Wealth Management, LLC is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 301715
- Filed as: HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301715
- AdvisorCensus page: https://advisorcensus.com/firm/hubbell-strickland-wealth-management-llc-new-orleans-la-301715

## Quick answers

**How is Hubbell Strickland Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hubbell Strickland Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Hubbell Strickland Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: $1,000 to $25,000 (financial planning and consulting services under a stand-alone engagement); Flat fee: up to $25,000 (retirement plan consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hubbell Strickland Wealth Management, LLC located?**
Hubbell Strickland Wealth Management, LLC's principal office is in New Orleans, LA, according to its Form ADV.

**Is Hubbell Strickland Wealth Management, LLC registered with the SEC or a state?**
Hubbell Strickland Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301715.

**How much does Hubbell Strickland Wealth Management, LLC manage?**
Hubbell Strickland Wealth Management, LLC reports $617,882,576 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (93% discretionary).

**How have Hubbell Strickland Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hubbell Strickland Wealth Management, LLC: Regulatory assets under management: $435,136,635 in the October 2021 data and $617,882,576 in the October 2026 data, up 42%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hubbell Strickland Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (286); high net worth individuals (158); pension and profit sharing plans (but not the plan participants or government pension plans) (46).

**Which custodians does Hubbell Strickland Wealth Management, LLC use?**
Hubbell Strickland Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Hubbell Strickland Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301715

**Does Hubbell Strickland Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "HSWM does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Hubbell Strickland Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $540,333,694 to $617,882,576 (+14%). Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: None

> HSWM does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

- Flat fee: $1,000 to $25,000 (financial planning and consulting services under a stand-alone engagement)

> HSWM generally charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but generally range from $1,000 to $25,000

- Flat fee: up to $25,000 (retirement plan consulting services)

> HSWM may charge a fixed project-based fee to provide clients with retirement plan consulting services. Each engagement is individually negotiated and tailored to accommodate the needs of the individual plan sponsor... may range up to $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $617,882,576
- Discretionary: $573,671,736
- Non-discretionary: $44,210,840

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 286 | $111,319,397 |
| High net worth individuals | 158 | $445,381,991 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 46 | $56,913,627 |
| Charitable organizations | 2 | $1,718,094 |
| Corporations or other businesses not listed above | 13 | $2,549,467 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, GA, LA, MS, NC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hubbellstrickland.com](https://hubbellstrickland.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $435,136,635 | 3 | March 25, 2021 |
| October 2022 | $497,475,838 | 3 | March 23, 2022 |
| October 2023 | $441,776,459 | 3 | March 27, 2023 |
| October 2024 | $503,997,302 | 3 | March 13, 2024 |
| October 2025 | $540,333,694 | 3 | March 20, 2025 |
| October 2026 | $617,882,576 | 3 | March 19, 2026 |

Regulatory assets under management: $435,136,635 in the October 2021 data and $617,882,576 in the October 2026 data, up 42%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $540,333,694 to $617,882,576 (+14%).
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hubbell Strickland Wealth Management, LLC (CRD 301715): Form ADV filing data as of October 2026.